Retirement planning

Because next year will be too late.

One may have lots of disposable income, while the other may have to rely on taxable distributions.

More than half of the country's top housing markets are considered overvalued.

Once the asset reserves of the twin trust funds become depleted, 79% of the benefits would be payable from the funds’ projected income at that time.

Advisors share client anecdotes that made them stop and say “huh?”

The health-care program for the elderly and disabled covers about 58 million Americans.

The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.

To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.

A social media firestorm over how much 30-somethings should save for retirement highlights the gap between what they need from wealth management and what they are offered.

Historical simulations show that the value of investing in these accounts is getting an average of 1.7% in additional earnings.

Advisors should coach their clients not only on their finances, but on health care options, as well.

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

Wealth management allows veterans the chance to help each other in a meaningful way.

"I'm not right for you," along with other surprising things I tell clients.

Investment advisors and broker dealers have different “relationship models” with clients, the chairman says.

The ruling scuttles the state AGs' bid to win reconsideration of the DoL’s regulation.